|
101
|
One Capital Management
Westlake Village,
California
|
$16.3M
|
-$69.5K
|
-1,815
|
-0.4%
|
|
|
102
|
Pure Financial Advisors
San Diego,
California
|
$16M
|
-$365K
|
-9,539
|
-2%
|
|
|
103
|
Sunesis Advisors
Overland Park,
Kansas
|
$15.8M
|
–
|
–
|
–
|
|
|
104
|
Convergence Financial
Columbia,
Missouri
|
$15.7M
|
+$942K
|
+24,600
|
+6%
|
|
|
105
|
M&T Bank
Buffalo,
New York
|
$15.6M
|
-$1.58M
|
-41,343
|
-9%
|
|
|
106
|
Merit Financial Group
Alpharetta,
Georgia
|
$15.6M
|
+$13.1M
|
+342,117
|
+580%
|
|
|
107
|
Strategic Financial Partners
Bend,
Oregon
|
$15.3M
|
-$1.61M
|
-42,010
|
-10%
|
|
|
108
|
Executive Wealth Management
Brighton,
Michigan
|
$14.7M
|
+$14.2M
|
+371,826
|
+6,197%
|
|
|
109
|
Harbor Group
Bedford,
New Hampshire
|
$14.5M
|
+$479K
|
+12,514
|
+3%
|
|
|
110
|
Kestra Advisory Services
Austin,
Texas
|
$14.4M
|
+$10.3M
|
+267,895
|
+264%
|
|
|
111
|
Diligent Investors
Redlands,
California
|
$14M
|
-$123K
|
-3,224
|
-0.9%
|
|
|
112
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$13.9M
|
+$4.53M
|
+118,307
|
+50%
|
|
|
113
|
AssetMark Inc
Concord,
California
|
$13.3M
|
+$13.1M
|
+341,215
|
+21,929%
|
|
|
114
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$13.3M
|
+$1.41M
|
+36,838
|
+12%
|
|
|
115
|
IFP Advisors
Tampa,
Florida
|
$13.3M
|
+$3.86M
|
+100,826
|
+29%
|
|
|
116
|
Navalign LLC
Encino,
California
|
$13.2M
|
-$71.3K
|
-1,862
|
-0.5%
|
|
|
117
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$13M
|
-$124K
|
-3,247
|
-1%
|
|
|
118
|
Allspring Global Investments
Charlotte,
North Carolina
|
$12.9M
|
-$1.1M
|
-28,706
|
-8%
|
|
|
119
|
Great Lakes Retirement
Sandusky,
Ohio
|
$12.8M
|
+$12.7M
|
+330,395
|
New
|
|
|
120
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$12.7M
|
+$4.62M
|
+120,635
|
+59%
|
|
|
121
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$12.6M
|
+$3.23M
|
+84,428
|
+35%
|
|
|
122
|
|
$12.2M
|
+$10.7M
|
+279,419
|
+845%
|
|
|
123
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$12.1M
|
-$475K
|
-12,399
|
-4%
|
|
|
124
|
Confluence Investment Management
St. Louis,
Missouri
|
$12M
|
-$11.7M
|
-306,716
|
-50%
|
|
|
125
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$11.9M
|
-$214K
|
-5,598
|
-2%
|
|
